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| Provider | Service type | Compensation |
|---|---|---|
HEFREN-TILLOTSON, INC.4+ years Service code 51 308 SEVENTH AVE. · PITTSBURGH, PA 15222 | Investment Mgmt Fees | $32,493 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,922 | $51,620-55.6% | $90,304-74.6% | $65,185-64.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 4.44% | 24.94%-20.5pp | 78.13%-73.7pp | 29.38%-24.9pp |
| Employer contribution / active EE | $4,963 | $2,235+122.1% | $2,855+73.8% | $2,177+128.0% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $120 | $384-68.7% | $5,354-97.8% | $847-85.8% |